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The Credit Products Commercial Portfolio Manager leads the commercial credit process, manages a portfolio of client relationships, and ensures compliance with credit metrics and regulations.

The Small Business Relationship Manager focuses on delivering tailored client solutions to high-value clients, managing relationships, and optimizing revenue opportunities through a team-based approach.

Protects the wealth management business unit by monitoring compliance with laws, regulations, and internal policies. Conducts control testing, data analysis, surveillance, and investigations; develops reports, dashboards, test scripts, and training; partners with leadership and second-line teams to remediate gaps and support regulatory requests.

Create and maintain budgeting, forecasting, and financial models; perform monthly financial analysis and variance explanations; consolidate forecasts and annual budgets; run and enhance reporting systems; prepare ad-hoc reports, presentations, and business reviews; present analysis to influence management decisions.

The Software Engineer oversees application development and maintenance, monitors system performance, resolves issues, and ensures compliance with regulations and best practices.

Develop and retain business clients for equipment financing by prospecting, cold calling, presenting proposals, negotiating terms, preparing accurate paperwork, meeting monthly production quotas, and delivering exceptional customer service. Maintain product knowledge, track industry trends, and use CRM and Microsoft Office tools to manage relationships and close deals.

Manage and grow commercial client relationships (typically $50M–$75M revenue), deliver tailored banking solutions, lead credit structuring/pricing, collaborate with partners, and drive retention and revenue.

Provide administrative and client-servicing support to Commercial Relationship Managers: manage credit application workflow, maintain client data in OneView/RGA, prepare reports, assist with onboarding Treasury Management clients, handle renewals, post-closing requirements, and sales support tasks.

Client-facing role leading commercial credit origination and portfolio management. Underwrites, structures, and documents complex commercial loans; monitors portfolio performance and compliance; develops credit solutions and remediation; partners with relationship managers and external prospects to meet borrowing needs while ensuring regulatory and risk controls.

Develop and maintain affluent and high-net-worth client relationships using consultative financial planning and advisory services. Cross-sell wealth products (asset management, trusts, insurance, mortgage and banking), acquire new clients, grow existing relationships, and manage KYC, compliance, call reporting and book-of-business administration while collaborating with internal partners to meet revenue and retention goals.